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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-07-09
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2026-07-09
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Sommerville, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boston MA 06/2023 Present
Montani Consulting Wilmington NC 12/2022 06/2023
Loyola University Of Maryland Dpmt Of Recreation And Wellness Baltimore MD 03/2020 05/2023
Loyola University Of Maryland Baltimore MD 09/2019 05/2023
Network Building + Consulting Chelmsford MA 06/2022 08/2022
Elavation Burger Inc South Portland ME 11/2017 06/2019
Camp Mechuwana Winthrop ME 06/2017 08/2021
Loyola University Of Maryland Baltimore MD 02/2020 06/2020
Cape Elizabeth High School Cape Elizabeth ME 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Boston, MA
  • 12/2022 → 06/2023
    Montani Consulting
    Wilmington, NC
  • 03/2020 → 05/2023
    Loyola University Of Maryland Dpmt Of Recreation And Wellness
    Baltimore, MD
  • 09/2019 → 05/2023
    Loyola University Of Maryland
    Baltimore, MD
  • 06/2022 → 08/2022
    Network Building + Consulting
    Chelmsford, MA
  • 11/2017 → 06/2019
    Elavation Burger Inc
    South Portland, ME
  • 06/2017 → 08/2021
    Camp Mechuwana
    Winthrop, ME
  • 02/2020 → 06/2020
    Loyola University Of Maryland
    Baltimore, MD
  • 09/2015 → 05/2019
    Cape Elizabeth High School
    Cape Elizabeth, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sommerville, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-03
Other Names
  • Megan Young Connelly

View on SEC IAPD

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